Matthew R. Schultz, Ricp®, Aif® Email and Phone Number
Matthew R. Schultz, Ricp®, Aif® work email
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Matthew R. Schultz, Ricp®, Aif® personal email
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You’re used to being prepared, and you know that planning and organization are the keys to success. You owe it to yourself and your family, then, to make sure all aspects of your financial life are in order. That’s where I come in. I can help you customize solutions to meet your goals, regardless of their size, scope, and no matter how close you are. Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Strong finance professional, skilled in Business Planning, Customer Service, and Financial Planning.Plan Group Financial, Independent Financial AdvisorInvestment Advisory Services offered through Plan Group Financial, LLCSecurities offered through Saxony Securities, Inc., Member FINRA/SIPC
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Senior Wealth Manager - PartnerPlangroup Financial, Inc. Oct 2020 - PresentOklahoma City, Oklahoma, Us -
Senior Financial Representative/Principal Securities Registered Representative/Financial AdvisorPrincipal Financial Group May 2014 - Oct 2020Des Moines, Iowa, Us -
Young Professionals ChairGrand Island Chamber Of Commerce Jan 2013 - Dec 2013
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Director Of Training And DevelopmentBosselman Companies Apr 2012 - Nov 2013Grand Island, Nebraska, UsCollaborate with key division heads to support the operations of the over 100 locations, across 23 states, with 1300 employees. Key player in building buy in promoting the embracing of company direction. Decrease company turnover by clearly laying out expectations to our teammates. Increase levels of fun and comradely that improves company culture. Increase use and functionality of LMS. Build company intranet to improve communication and efficiency. Build comprehensive, multifaceted learning plans that use videos, text, and testing. Implemented manager training plans and continue to assess and reassess to grow the programs. Successfully launched new product line (Cinnabon). Organize, and facilitate 2 day annual leadership conference of corporate and all location managers. Other duties as assigned. -
Petroleum LandmanSelf-Employed May 2011 - Apr 2013Basic title searches, location of heirs, oil & gas leasing, document preparation, title review and abstract, title curative, imaging, and negotiations with attorney(s) and corporation(s). Majority of experience is in lease acquisition.
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Senior Educational Leadership ConsultantLambda Chi Alpha May 2009 - Jun 2011Carmel, Indiana, UsSelected as 1 of 10 consultants from nearly 200 universities, and nearly 11,000 members to represent the International organization professionally. Traveled more than 65,000 miles to more than 30 states, meeting with university administrators, organization's representatives, and undergraduate members, overseeing the operations of more than 65 college/universities; resulting in more than 25 award winning chapters.Conducted more than 1500 personal interviews and worked with University Presidents, Chancellors, and Deans to develop proactive ways to improve operations of the undergraduate organizations.Facilitated more than 150 recruitment, programming, & leadership development seminars and discussions to more than 3,500 undergraduates on topics including leadership, scholarship, philanthropy and recruitment to groups up to 185.Launched expansion projects at 3 major universities, recruited and selected new members, developed and instituted the organization foundation for operations, worked with dozens of University Officials and prominent alumni.Planned, implemented, facilitated, and executed 5 regional conferences with nearly 145/per and 2 international conferences with more than 800/per attendees. Audited budgets of more than $750,000. Maintained databases of more than 280,000 records. Offered and declined a promotion to Associate Director of Chapter Services and Associate Director of Expansion. -
Manager, Sales, TechnicianPlay It Again Sports And Fitness Jun 1995 - May 2008Managed a staff of 3-10 employees.Monitored inventories on a local and corporate level. Negotiated large-scale contracts with clientele.Managed a 5 State region -
Shop ManagerComprehensive Design Solutions May 2006 - Aug 2007Managed a staff of 3-6 employees charged with optimizing the companies inventories.Negotiated with clientele, some as big as $40,000 projects, Troubleshoot and adapt to the planned and unplanned tasks at hand.
Matthew R. Schultz, Ricp®, Aif® Skills
Matthew R. Schultz, Ricp®, Aif® Education Details
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Oklahoma City UniversityBa -
Grand Island Northwest High SchoolHigh School Diploma
Frequently Asked Questions about Matthew R. Schultz, Ricp®, Aif®
What company does Matthew R. Schultz, Ricp®, Aif® work for?
Matthew R. Schultz, Ricp®, Aif® works for Plangroup Financial, Inc.
What is Matthew R. Schultz, Ricp®, Aif®'s role at the current company?
Matthew R. Schultz, Ricp®, Aif®'s current role is Senior Wealth Manager - Partner.
What is Matthew R. Schultz, Ricp®, Aif®'s email address?
Matthew R. Schultz, Ricp®, Aif®'s email address is ma****@****ail.com
What schools did Matthew R. Schultz, Ricp®, Aif® attend?
Matthew R. Schultz, Ricp®, Aif® attended Oklahoma City University, Grand Island Northwest High School.
What are some of Matthew R. Schultz, Ricp®, Aif®'s interests?
Matthew R. Schultz, Ricp®, Aif® has interest in Volleyball, Social Services, Children, Economic Empowerment, Politics, Water Skiing, Environment, Snow Skiing, Mentoring, Fishing.
What skills is Matthew R. Schultz, Ricp®, Aif® known for?
Matthew R. Schultz, Ricp®, Aif® has skills like Financial Planning, Financial Services, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Mutual, Public Speaking, Microsoft Office, Leadership, Strategic Planning, Training, Deferred Compensation Plans.
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